Nerd's Eye View

NOVEMBER 4, 2024

Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Planning 97

Planning Communication Technology Sales 97

CFO News Room

DECEMBER 2, 2022

When Frances Lawrence was first brought in as Financial Director at software company FISCAL Technologies in 2019, the business was in real need of working capital to accelerate the growth curve. . Frances’ beginnings at FISCAL Technologies. The post Frances Lawrence, CFO, FISCAL Technologies appeared first on GENCFO.

Technology 130

Technology CFO Benchmarking Numbers 130

CFO Talks

NOVEMBER 21, 2024

I believe in breaking challenges down into manageable tasks, which makes them less overwhelming and easier to address systematically. I also rely on open communication and collaboration, particularly when the challenge involves a team. This helps in developing a well-informed strategy to tackle the problem.

CFO 98

CFO Leadership Communication Problem Solving 98

CFO News Room

DECEMBER 1, 2022

Financial planning technology, in particular, has allowed advisors to automate time-intensive back-office tasks and delegate routine analyses to support staff, freeing up their time to engage more personally with clients.

Technology 130

Technology Planning Investments Leverage 130

Global Finance

DECEMBER 18, 2024

These investments offer significant benefits, such as diversifying risk across various geopolitical landscapes and accessing sectors like technology and artificial intelligence that may be less developed domestically. It allows clients to benefit from the growth of global technology leaders and other thriving industries overseas.

Banking 115

Banking Education Analyzing Data Economics 115

Generation CFO

JANUARY 31, 2022

Customer centricity, data, cloud and technology, agility and one newbie: the coronavirus pandemic. Al Ramich for Forbes describes it better than I could: “Being customer-centric means anticipating a customer’s wants, needs and communication preferences. Cloud and Technology. Now, let’s look at technology.

Communication 213

Communication CFO Technology Accounting 213

Nerd's Eye View

JUNE 19, 2023

A better way to implement and communicate fee increases may be one that is centered around providing more value to the client in exchange for the higher fee. Read More.

Communication 98

Communication Planning Practice Management Numbers 98

Future CFO

MARCH 5, 2025

Winnie Law , CFO, Technology & Operations (T&O), Global Functionsand Fit for Growth, Standard Chartered , believes the war on talent continues to be a challenge as the role of Finance pivots from being mere number crunchers and financial journalists to strategy influencers.

Finance 91

Finance Problem Solving Technology Communication 91

Future CFO

MARCH 3, 2025

Technological advancements, evolving market demands, and a heightened focus on sustainability are converging to reshape the finance landscape. The rapid pace of technological change and the growing importance of ESG have created a demand for new skills that are often in short supply. The finance function is undergoing a seismic shift.

Finance 69

Finance Communication Leadership Profit and Loss 69

Future CFO

OCTOBER 27, 2024

Now, finance leaders are expected to be able to identify and mitigate ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation’s ESG performance to stakeholders. Sustainable goals often involve investing in new technology processes or even entering a new market.

CFO 98

CFO Communication Strategic Planning Economics 98

E78 Partners

JANUARY 28, 2025

The E78 PMI (Post-merger integration) practice specializes in helping clients overcome the intricate people, process, and technology challenges that accompany mergers and acquisitions. Communicate Regularly: Maintain transparency about delays to preserve stakeholder trust and confidence.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Communication Prioritization Leadership 59

Future CFO

APRIL 25, 2024

Affin Bank’s Vision is to be the most creative Financial company in Malaysia: creative in terms of innovation and technology, creative in terms of unrivalled customer service and creating value for our shareholders, customers, and people, explained Rodrigues.

Technology 94

Technology CFO Banking Communication 94

Global Finance

NOVEMBER 7, 2024

A lack of transparency and communication around inheritance planning between generations serves as a barrier to the smooth and efficient transfer of assets. Barring exceptions, baby boomers are generally less digitally- savvy and more wary about managing and transferring assets through digital channels.

Banking 105

Banking Communication Investments Education 105

Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! FINNY AI, an AI-powered prospecting tool, has raised $4.2

Prioritization 75

Prioritization Startups Technology Communication 75

Nerd's Eye View

JANUARY 23, 2025

Since the emergence of Artificial Intelligence (AI) in the mainstream technological landscape, conversations about which areas of the financial planning industry would be most likely impacted by AI have proliferated.

Communication 97

Communication Leverage Marketing Planning 97

Future CFO

NOVEMBER 6, 2024

He believes that clear, succinct and consistent communication is critical within organisations to ensure focus and drive cross-functional collaboration. Innovation At this point, it is not surprising anymore how technological advancements and innovation take over the business world.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

Fpanda Club

MARCH 19, 2025

Business acumen, strategic thinking, project management, collaboration and communication, to make long story short: neither of them was probably taught at your masters in finance. Listen to understand, not just to reply Effective communication is critical in the world of FP&A. If you want to stand out, learn beyond finance.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 130

CFO Talks

NOVEMBER 20, 2024

Leverage Technology Financial reporting software isn’t just a nice-to-have; it’s a necessity. Communicate Effectively Don’t assume your investors or board members understand the intricacies of cross-border reporting. Don’t wait for them to point out inconsistencies—stay ahead of the curve by maintaining open lines of communication.

IFRS 98

IFRS GAAP Currencies CFO 98

CFO Talks

NOVEMBER 21, 2024

Whether it’s co-developing products, accessing new markets, or sharing technological expertise, the possibilities are vast. Shared Resources : Partners share expensive assets like technology, infrastructure, and human expertise. Trust and Communication : Regular dialogue and shared KPIs kept the partnership on track.

Leverage 96

Leverage Communication CFO Retail 96

Nerd's Eye View

MARCH 3, 2025

Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 61

Communication Planning Technology Investments 61

Bramasol

SEPTEMBER 29, 2023

This blog post provides an overview of these major waves of change based Bramasol's more than 27 years of working closely with CFOs and their stakeholders across many industry segments and technology innovation cycles. The Big Picture View CFOs are increasingly seen as strategic partners to the CEO and the board of directors.

Technology 99

Technology IFRS SAP Compliance 99

Nerd's Eye View

AUGUST 28, 2024

And yet the fact remains that technology like Pontera may still be preferable to the alternatives that exist for advisors to advise on and manage clients' 401(k) assets (e.g., On the surface, this doesn't necessarily make sense, because many 401(k) plan platforms don't in fact ban such third-party credential sharing. Read More.

Technology 97

Technology Compliance Securities Planning 97

Nerd's Eye View

FEBRUARY 24, 2025

He explains how they identified which clients were no longer profitable, developed an alternative service model to offer these clients, mentally prepared for the transition, and effectively communicated the changes. staff time, technology, and custodial fees) and indirect costs (e.g., rent, marketing, and training).

Communication 77

Communication Numbers Practice Management Investments 77

Trade Credit & Liquidity Management

JUNE 2, 2025

Open Lines of Communication and Understanding Calibrate Perceptions: Regularly assess how your department is perceived by sales, customers, and management. Share Expertise: Communicate your credit knowledge, industry trends, and benchmark customer comparisons with the sales team. This positions credit as a resource, not a roadblock.

Sales 52

Sales Prioritization Communication Problem Solving 52

Nerd's Eye View

AUGUST 28, 2024

And yet the fact remains that technology like Pontera may still be preferable to the alternatives that exist for advisors to advise on and manage clients' 401(k) assets (e.g., On the surface, this doesn't necessarily make sense, because many 401(k) plan platforms don't in fact ban such third-party credential sharing. Read More.

Technology 98

Technology Compliance Securities Planning 98

Global Finance

JANUARY 2, 2025

Feng Gu GF: About the loss of talent, can better, more timely communication help prevent this? Its the alleged technology used by the target to penetrate a new type of market. After several years of this squeeze, employee productivity has continued to decline.

Mergers and Acquisitions (M&A) 124

Mergers and Acquisitions (M&A) Finance Accounting Forecasting 124

Future CFO

NOVEMBER 27, 2024

The accountancy profession, as we know it, faced challenges in technology--what with the concerns on how artificial intelligence poses threat on their jobs regarding the way it can take over their roles. This, of course, involves the adoption of technological advancements such as artificial intelligence within the team.

Accounting 105

Accounting Finance Problem Solving Accounts Payable 105

Global Finance

DECEMBER 26, 2024

Technology quickly took off. Rouse: Communication. You really have to be flexible and adapt because things move much faster than they used to. I started in public accounting at Ernst & Young, where we did everything manually. Ledgers and calculators. I even took the CPA exam without a calculator.

CFO 98

CFO Restructuring Math Finance 98

CFA Institute

MAY 14, 2025

In addition to his role at Rothko, Philps is co-leader of AI Research at the Gillmore Centre for Financial Technology at Warwick Business School and an honorary research fellow at the University of Warwick, where he advances research on AI in investment management. |

Investments 52

Investments Business Analytics Communication Valuation 52

CFO Dive

MARCH 13, 2023

It’s on technology leaders to reduce friction and frustration, engage stakeholders and foster communication to ensure a migration goes smoothly.

Communication 141

Communication Technology 141

Future CFO

FEBRUARY 9, 2025

He says that a leader should have a blend of two qualities: a good communicator and a deep thinker. A good financial leader for me is someone who thinks deeply so that he can communicate the principles behind certain decisions, directives, policy guidelines and strategic decisions of the company.

Leadership 96

Leadership Communication Construction Corporate Finance 96

E78 Partners

MARCH 21, 2025

It ensures financial, operational, technological, and cultural alignment to maximize deal value and minimize disruption. Technology and System Integration: Merging IT infrastructures , unifying data, and strengthening cybersecurity. Champion communications, culture and change management initiatives.

Leadership 52

Leadership Communication Prioritization Compliance 52

The Charity CFO

JANUARY 29, 2025

.” He suggests organizations should: Plant a flag with a bold vision Aim for a concrete, finite accomplishment Make the mission as crisp and clear as possible Provide an entryway for people to learn more gradually When to Refresh Your Brand Several triggers may indicate it’s time for a brand refresh: Expanding services or geographic reach (..)

Nonprofit 52

Nonprofit Leadership Communication Data Analysis 52

Nerd's Eye View

DECEMBER 31, 2024

So, whether you're interested in learning about implementing an advisory firm leadership training program, how to diagnose potentially problematic behaviors of new leaders, or how to leverage technology to efficiently track key metrics, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Stacey McKinnon.

Leadership 97

Leadership Communication Leverage Numbers 97

Navigator SAP

FEBRUARY 3, 2022

Speed, efficiency, and clear communications: these are the keys for a business of any size to stay competitive in today’s global marketplace. Unfortunately, ever-changing technology and buying patterns can make it hard to deliver the right product at the right price to the right place at the right time.

Communication 130

Communication Technology 130

Nerd's Eye View

MAY 29, 2025

In this 165th episode of Kitces & Carl , Michael Kitces and client communication expert Carl Richards explore how advisors can simplify the delivery of complex advice and why doing so is such a critical (and often underdeveloped) skill. The goal isn't simplicity for its own sake, but clarity.

Tax Planning 52

Tax Planning Communication Leverage Planning 52

E78 Partners

NOVEMBER 7, 2024

Managing telecom expenses can be a daunting task, especially with companies working with multiple vendors, services, and technologies. Numerous organizations need more technical expertise or resources to efficiently oversee their telecommunication services, especially with the rapid technological advancements.

Concentration 59

Concentration Vendor Management Communication Risk Management 59